Joseph Wang & George Goncalves on Rates, Tariffs, Fed’s Balance Sheet, and Yen Carry Trade
Monetary Matters with Jack Farley
Fed's December Dilemma: Interest Rate Predictions
This chapter discusses the Federal Reserve's potential interest rate actions in December, analyzing upcoming economic data including job and inflation reports. The conversation explores mixed market sentiments and the strong economic indicators that may influence the Fed's decision-making process. It also highlights the challenges small businesses face with high interest rates and the unusual disconnect between small business optimism and economic conditions since 2020.
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